Home The Builder Builder Overview

Builder Overview

Last updated on Nov 04, 2026

Overview

Every document you create in Proposal.biz opens in the same builder, whether you generate it with AI, start from a template, import it, or start from a blank canvas. The builder is where you shape, customize, and finalize your document before you send it.

This article walks you through the builder so you know where everything is before you start working.

The Builder Interface

The builder has four main areas.

  • Top bar: your document details and main actions

  • Left panel: everything you can add to your document

  • Canvas: where you edit your content

  • Right panel: document-level tools and settings

The Top Bar

The top bar runs across the top of the builder. From left to right, it includes:

  • Home icon: return to your dashboard

  • Document ID and title: identify your document

  • Status badge: shows where your document stands

  • Document value: the monetary value assigned to the document

  • User avatar: shows who is currently editing

  • Send: open the Share Your Document window

  • Present: preview your document as a recipient sees it

  • More options (⋮): Save as Template, Export / Download, and Delete Document

Home Icon

Click the home icon at the far left to leave the builder and return to your dashboard. If you have unsaved changes, you’re prompted before you exit.

Document ID and Title

Your document’s unique ID (for example, B-250112) appears next to the home icon. It’s assigned automatically when the document is created and helps you identify the document in reports, support requests, and integrations.

The document title sits next to the ID. Click it to rename your document right from the top bar.

Document Status

A status badge shows the current state of your document:

  • Draft: you’re still working on it and haven’t sent it

  • Sent: you’ve shared it with recipients

  • Finished: the recipient has completed it

  • Expired: it has passed its expiry date

Document Value

The document value (for example, $0.00) is the monetary value you assign to the document. Click the pencil icon next to it to edit. The value appears in your Reports and in the Documents table on your dashboard, so it’s useful for tracking the worth of your documents.

Send

Click Send to open the Share Your Document window, where you share your document and control how it’s opened. The window has five tabs:

  • Live Link: share with anyone or send directly to specific people

  • Custom Version: create different versions for different prospects

  • Export: download a copy as a PDF or PowerPoint file

  • Add to a Folder: move the document to a folder

  • Settings: set an expiration and password protection


Learn more in Sharing and Sending Your Document.

Present

Click Present to open a full-screen preview of your document exactly as a recipient sees it.

  1. Click Present to enter preview mode.

  2. Move through your document pages.

  3. Close the preview to return to the builder.

More Options

Click the three-dot menu (⋮) at the far right of the top bar for more document actions:

  • Save as Template

  • Export / Download

  • Delete Document

Team Collaboration

Invite teammates to your workspace so they can work alongside you.

  1. Open the Invite members to your workspace window.

  2. In the Invite by email field, enter the email address of the person you want to invite. To invite several people at once, separate the addresses with a comma or a space.

  3. Add an optional message to personalize the invitation.

  4. Under Invite as, choose a role:

    • Owner: full access to the workspace, including settings, billing, and team management

    • Member: access to all public items in your workspace

  5. Click Send.

Each invited person receives an email with instructions to join your workspace.

The Left Panel

The left panel is where you find everything you can add to your document. Each tab is an icon on the left side of the builder, and you can hover over an icon to see its name.

  • Search: find any block, layout, or section across all tabs

  • Basic Blocks: core elements such as text, images, dividers, and buttons

  • Smart Layouts: pre-designed layouts you can drop into your document

  • Content Master: insert content from your Knowledge Base

  • Charts: add data charts and graphs

  • Public Sections: reusable sections available to all users

  • My Sections: sections you’ve saved for reuse

  • Variables: placeholders that fill in with recipient or workspace details

Learn more in Builder: The Left Panel.

The Canvas

The canvas is the main editing area at the center of the builder. Your document content lives here.

  • Click any block to select and edit it.

  • Drag blocks up or down to rearrange your layout.

  • Hover over a block to see its toolbar with quick actions.

  • Click outside a block to deselect it.

Learn more in The Builder: Canvas.

The Right Panel

The right panel holds document-level tools and settings. Each tab is an icon on the right side of the builder.

  • AI Agent: edit, rewrite, or improve content with the AI assistant

  • Recipients: add and manage who receives the document

  • Themes: customize the look of your document

  • Layout Settings: adjust the page layout for documents or presentations

  • Evaluate: score and review your document with AI

  • Analytics: view engagement data for your document

  • Comments: add internal comments and see team feedback

Learn more in The Builder: The Right Panel.

Pro Tips

  • Hover over any icon on the left or right panel to see what it does if you’re not sure which tab it is.

  • Use Present to preview your document before you click Send. It shows the exact recipient experience, so you can catch layout issues and typos you might miss in the builder view.

  • Invite your whole team at once by entering several email addresses separated by commas or spaces.

Next Steps

Learn how to add content to your documents in Builder: The Left Panel.